Five Star award winner Jess Miller

PROFESSIONAL PROFILE

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Jess Miller

CEO & Wealth Advisor

Caliber Wealth Management

LPL Financial

1626 S Washington St

Amarillo, TX 79102

Office: 806-331-2305

jesse.c.miller@lpl.com
www.caliberwealth.net

Professional Approach

Jess Miller is the founder and driving force of Caliber Wealth Management located in Amarillo, Texas. With over three decades of experience in the financial services industry, Jess has a wealth of knowledge and proven track record of helping his clients navigate the complex world of finance.

Jess graduated from Southwestern Oklahoma State University in 1981 with a degree in Business Management and a Minor in Economics. He began his finance career in North Texas and later moved to the Texas Panhandle. Jess spent over 20 years as a branch manager and financial advisor for AG Edwards and Sons and Wells Fargo Financial Advisors. Because of his commitment for excellence in financial services, he began his own private financial firm in 2017 with the establishment of Caliber Wealth Management. His unwavering dedication to his clients' financial well-being has earned him a reputation for excellence in the industry. Jess's extensive experience and deep understanding of the financial landscape make him a valued partner in every client's financial journey.

Family has always been Jess's central focus and he is proud to have his daughter, Haley Miller, AAMS, as a partner and financial advisor with Caliber Wealth Management.

Jess has been involved in community events as a member of the Will Rogers Range Riders equestrian club in Amarillo forover 10 years serving as president of the board for four years. Jess has had a lifelong passion for the outdoors and has been involved with horses for a good deal of his life.

Jess has been involved with numerous community boards throughout his career including the High Plains Epilepsy Foundation. Jess is active with his community with the Amarillo Chamber of Commerce.

See Accomplishments

This award was issued on 7/1/24 by Five Star Professional (FSP) for the time period 10/10/23 through 4/30/24. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 1907 Greater Texas-area wealth managers were considered for the award; 94 (5% of candidates) were named 2024 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2023: 2,757, 90, 3.3%, 7/1/23, 10/10/22 - 5/5/23; 2022: 2,649, 82, 3%.

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Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award winners may pay for marketing tools, including this advertisement. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future.